Treasure Coast Financial Planning Invesco S&P 500 Equal Weight H Transaction History

Treasure Coast Financial Planning

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	SELL	$276.91 - $303.91 $1.6 Million - $1.75 Million	-5,766 Reduced 55.04%	4,710 $1.37 Million
Q4 2022 Feb 06, 2023	SELL	$269.89 - $296.18 $34,006 - $37,318	-126 Reduced 1.19%	10,476 $3.02 Million
Q3 2022 Nov 02, 2022	BUY	$254.08 - $292.23 $246,711 - $283,755	971 Added 10.08%	10,602 $2.66 Million
Q2 2022 Aug 02, 2022	BUY	$254.1 - $315.41 $1.87 Million - $2.32 Million	7,367 Added 325.4%	9,631 $2.58 Million
Q1 2022 May 09, 2022	BUY	$286.24 - $317.79 $648,047 - $719,476	2,264 New	2,264 $694,000

201

12.3M

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